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MXI vs HSCZ

iShares Global Materials ETF vs iShares Currency Hedged MSCI EAFE Small-Cap ETF

MXI

iShares Global Materials ETF

iShares

Annual cost

0.39%

Fund size

$325M

HSCZ

iShares Currency Hedged MSCI EAFE Small-Cap ETF

iShares

Annual cost

0.43%

Fund size

$208M

Key differences

  • Over the last 3 years, HSCZ has delivered higher annualized returns.
  • MXI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MXIHSCZ
Annual cost (TER)0.39%0.43%
Fund size (AUM)$325M$208M
Since20062015
Dividend yield1.78%3.04%
Asset classequityequity
Regionglobalglobal
Strategyindex trackingindex tracking
CAGR 1Y+33.9%+32.4%
CAGR 3Y+13.9%+19.0%
CAGR 5Y+6.7%+11.9%
Sharpe 3Y0.611.15
Volatility 1Y19.47%11.31%
Max drawdown-39.52%-34.89%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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